Quote, Invoice & Take Payment

Run your Financials from your Phone or Tablet. So powerful yet so easy to use.

Accounts now beautifully Connected.

Quotes, Invoices and Purchases are fully integrated. Use stand alone or integrate beautifully with your accounting software like Xero!

Accounts now beautifully connected magnified image

Create a new Quote in seconds

In the office or in the field, create Quotes or Estimates in seconds using one off detail or accessing your Line Items for speed and accuracy. Send as finished PDF with photos, signatures and attachments.

Create a new quote in seconds in Formitize App

Slide and Click Convert

It’s never been easier to convert business. Simply slide and convert your Quote to a Job or Invoice. All details are pulled through and updated. Automated reminders help you stay on top and follow up your clients for you.

View the Current Status in Real time

Instantly see the status of all of your Quotes and Invoices. Filter by Paid and Outstanding and simply swipe to follow up with a call, email or SMS

Take Payment & Send Receipts from Formitize App

Take Payment & Send Receipt

Record payments received in seconds and the integrated card payment gateway enables you to take instant card payments at any time, anywhere! Once payment taken, automated Invoice Paid receipt can be instantly emailed.

Automated Quote Follow Up

Smart Assistants can help you by following up automatically on all Quotes with customised wording at different times by SMS, Email and Letter. You decide when to follow up and what you would like to say and then let the Automated Assistants do their thing!

Automated Quote Follow Up with Formitize
Automated invoice chasing with Formitize

Automated Invoice Chasing

Automated Assistants can also provide Outstanding Invoice chasing automatically. Customise the wording and trigger different messages as the invoice gets older by email, SMS and letter.

Signatures integrated

Add one or more signatures to your Quotes and Invoices. The perfect tool to ensure both your team member and the customers are signing off and approving.

Signatures Integrated in Formitize App
Add Phots andAttachments in Formitize App

Add Photos & Attachments

A picture tells a thousand words so now you can add photos such as before and after shots to your Quotes & Invoices. You can also automatically add attachments like Terms & Conditions and marketing material.

Outstanding Balance Visibility

The accounting integration with software partners like Xero is a powerful two way integration and important financial information is available throughout. When viewing a client in the CRM or creating a new job, real-time visibility of outstanding balances can provide great value.

Outstanding Balance Visibility in Formitize
Formitize works well with accounting software image

Awesome Integration

The accounting integration importantly enables your team to create quotes and invoices (and take payments) without having access to your accounting software. You can create professional Quotes, Invoices and record Payments in Formitize as a stand alone solution but the powerful integration with accounting software solutions like Xero provides the complete end to end financial accounting package.

Famous for Incredible Support

Your dedicated Client Success Manager will be there with you throughout your journey.

We can’t wait to chat and discover how we can help you get paperless and improve the way your business works.

Just Accounts OR a Complete Business Solution

You can just use the forms for your business or you can benefit from all the other included business solutions.

CRM Client Database

All of your customer information in one place. Contact details, Forms, Jobs, Documents, Safety, Tasks, Communications, Quotes and Invoices all securely stored and always with you.

Safety First

Fully integrated, paperless Safety First solutions ranging from simple safety checklists through to complete Safe Work Method Statements and Risk Assessments customised to suit you .

Scheduler & Job Management

Powerful, drag and drop scheduler to manage one off and recurring jobs. Smart notifications, reminders and status updates help keep you and your clients always up to date

warehouse ipad worker
Quotes, Invoices & Expenses

Creates Quotes in seconds and convert to Job or Invoice. Automated Assistants will chase Quotes and Overdue Invoices for you, Card Payment and awesome integration with Xero and Quickbooks.

Document Management

Manage all of your documents in one place. The perfect tool for Safety, Licences, Data Sheets and so much more with custom folders and automated expiry notification.

Lead Sales Pipeline & Tasks

Maximise every sales lead or enquiry with automated follow up and integrated pipeline. Create and assign tasks manually or by automated workflows.

Don't wait another second, let's get you paperless today!